Rakesh jhunjhunwala portfolio shares: 5 shares jhunjhunwala remained in K2, despite rally up to 330%
New Delhi: Veteran investors Rakesh jhunjhunwala and his wife Reha jhunjhunwala remained on five stocks that gave 330 per cent returns last year. Available data shows that jhunjhunwala retained his stake in these companies for at least three quarters.
MAN Infrastructure has collected 332 per cent last year. jhunjhunwala has kept its stake stable at 1.21 per cent since December 2015.
NCC has collected 159 percent last year. As of September 30, Rakesh jhunjhunwala`s wife Reha held 12.84 per cent stake in the company as in the previous quarter.
jhunjhunwala`s stake in Orient Cement has not changed since March 2016. As of September 30, Big Bull held 1.22 percent of the company’s shares, according to publicly available data with Ace Equity.
Wokhart had won 57 per cent last year. The veteran investor holds 2.26 per cent stake in the drugmaker since the December quarter.
Meanwhile, the two together held 8.2 per cent stake in Agro Tehnica Harana as of September 30, which was the same for the June and March quarters. Last year, this record has increased by 44 per cent, which is less than 49.7 per cent of the Sensex returns in the same period.
As per data publicly available to Trendlin, rakesh jhunjhunwala`s stake in five shares stood at Rs 1,040 crore as of trading on Thursday.
The average estimate of 15 analysts suggests a potential growth of 36.51 percent over the next 12 months. Orient Cement’s target suggests a 9 per cent upside, while Agro Tehnika suggests a 7 per cent upside potential. Many brokerage houses do not cover Man Infraconstruction and Walkard.
Meanwhile, rakesh jhunjhunwala was seen selling stake in Lupine as it entered into Nalco and Canara Bank in the last quarter, preliminary data showed. According to Trendlin’s data, his portfolio was valued at Rs 25,393 crore as on Thursday, while his portfolio was valued at Rs 22,137 crore as of September 30.